Equity Plan Administration Lead, Workplace Wealth Solutions

UBS•Nashville, TN

3d•$105,000 - $130,000

About The Position

Are you passionate about providing exceptional leadership and coaching? Are you interested in providing day-to-day operational management for our equity plan service delivery team? We are looking for someone like you to: • Take overall ownership for assigned Equity Plan Services corporate relationships and plan management team members; accountable for all aspects of service delivery, project management and client retention initiatives • Work closely with WWS network advisors and home office partners, proactively Identifying opportunities to expand the corporate relationship and deepen connections • Play a hybrid role of team leader and relationship/service manager and actively manage and supervise the delivery of equity products and services, in-line with the prescribed offering for an assigned set of clients • Work closely with Relationship Managers, Product and other team leaders to develop strategies for core services as well as developpany and team specific business strategies to elevate the service experience for our corporate clients • Continuously identify ways to improve service quality and the efficiency of operational processes while also developing a deep network of internal partners across Operations, Technology, Product, and external relationships with our clients and industry COIs • Partner with Lead Financial Advisors;municate at an executive level to ensure they are kept abreast of issues relating to corporate clients and consulted in service decisions when needed • Serve as a primary point of contact for client, field, and home office escalations as well as be responsible for resource planning and execution to support event processing and corporate calendars • Anize, develop and maintain client procedures, profiles, runbooks, and manuals in accordance with business requirements andmunicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc. • Provide industry guidance and best practices as well as be responsible for contract management of assigned client set, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects • Potentially be responsible for line management responsibilities including but not limited to direct supervision, team building strategy, employee coaching, and performance management Workplace Wealth Solutions is one of the key initiative growth businesses within UBS Wealth Management (WM). This role will be responsible for the overall satisfaction of our corporate equity plan clients, overseeing a team of equity plan managers for an assigned group of clients. As a key member of the Equity Plan Management team, this individual will report directly to the Head of Equity Plan Service Delivery and partner regularly with leadership across Relationship Management, Product, Operations, and Technology. This role may include travel (10-20%), dependent upon the needs of assigned clients.

Requirements

Bachelor's degree or higher preferred
deep understanding of equitypensation with, ideally, 10+ years of industry experience at an issuer or services provider
exceptional written and verbalmunication skills as well as stronganizational, analytical and time management skills, able to prioritize workload and effectively manage stakeholder expectations
proficient with the Microsoft suite of applications, including Outlook, Word, Excel and PowerPoint
experienced with one or more equity management platforms
able to adapt to changing priorities while maintaining team drive, focus and morale
able to manage projects independently while assuming a high level of responsibility for others
able to manage team priorities and a diverse workload in a fast-paced environment and highly detail oriented and an excellent problem solver

Nice To Haves

ideally, prior experience leading a team and developing junior talent
CEP designation or willingness to pursue; Series 7, 66, 9, 10 licenses are a plus

Responsibilities

take overall ownership for assigned Equity Plan Services corporate relationships and plan management team members; accountable for all aspects of service delivery, project management and client retention initiatives
work closely with WWS network advisors and home office partners, proactively Identifying opportunities to expand the corporate relationship and deepen connections
play a hybrid role of team leader and relationship/service manager and actively manage and supervise the delivery of equity products and services, in-line with the prescribed offering for an assigned set of clients
work closely with Relationship Managers, Product and other team leaders to develop strategies for core services as well as developpany and team specific business strategies to elevate the service experience for our corporate clients
continuously identify ways to improve service quality and the efficiency of operational processes while also developing a deep network of internal partners across Operations, Technology, Product, and external relationships with our clients and industry COIs
partner with Lead Financial Advisors;municate at an executive level to ensure they are kept abreast of issues relating to corporate clients and consulted in service decisions when needed
serve as a primary point of contact for client, field, and home office escalations as well as be responsible for resource planning and execution to support event processing and corporate calendars
anize, develop and maintain client procedures, profiles, runbooks, and manuals in accordance with business requirements andmunicate and present to UBS senior management as well as corporate client representatives utilizing Excel, Power Point, Outlook, etc.
provide industry guidance and best practices as well as be responsible for contract management of assigned client set, including regular review to improve existing terms, re-negotiations, pricing changes and amendments for product additions and special projects
potentially be responsible for line management responsibilities including but not limited to direct supervision, team building strategy, employee coaching, and performance management